Joel Bernstein - MONOGRAPH SERIES
WHO NEEDS A MONOGRAPH? Confused about wills vs. trusts? Worried your kids will blow their inheritance? Estate approaching $2 million in Massachusetts? These reports give you answers. WHAT YOU GET 10-12 pages of step-by-step guidance. Real examples, specific action items, and smart questions for your attorney. No legal jargon - just practical advice you can use. Subscribe to Newsletter below
What You'll Learn in the 5-Day MA Estate Planning Course
Living Trust Fundamentals
Learn how to create and manage living trusts to avoid probate and protect your family's assets. You'll discover when to use revocable vs. irrevocable trusts, how to transfer property into trusts, and your duties as a trustee.
For example, you'll learn how a revocable trust can help a family avoid the 6-12 month probate process when transferring a family home, and how to properly retitle bank accounts and investments.
Estate and Income Tax Strategies
Master tax-saving techniques for larger estates. Understand Massachusetts' $2 million estate tax threshold (much lower than the federal $15 million new limit) and strategies to minimize taxes.
Examples include using annual $19,000 gift tax exclusions to reduce estate size and getting favorable income tax picture.
Family Protection Planning
Create safety nets for children and vulnerable family members under Massachusetts law. Learn to establish guardianships, special needs trusts that preserve government benefits, and protective trusts for beneficiaries with addiction issues.
For instance, you'll discover how a special needs trust lets a disabled child inherit money while keeping MassHealth benefits, or how to structure trusts that release funds to children gradually over time rather than all at once when they reach adulthood.Life throws legal curveballs. Having knowledge is invaluable. Here's why a Massachusetts law course makes sense.
A legal course is like an umbrella - unnecessary until the storm hits, then priceless.
All is confidential and no information is sold or used apart from this course and related communications.